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ProShares S&P MidCap 400 Dividend Aristocrats ETF
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Overview Fund Activity

194 hedge funds and large institutions have $1.03B invested in ProShares S&P MidCap 400 Dividend Aristocrats ETF in 2022 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 85 increasing their positions, 34 reducing their positions, and 7 closing their positions.

Holders
194
Holders Change
+41
Holders Change %
+26.8%
% of All Funds
3.13%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.15%
New
49
Increased
85
Reduced
34
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPW
1
Parcion Private Wealth
Washington
$50.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$168M
3
BFG
3
Bouchey Financial Group
New York
$25.4M
4
Wells Fargo
4
Wells Fargo
California
$77.7M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$23.4M

Top Sellers

1
CIAS
1
CFS Investment Advisory Services
New Jersey
$784K
2
Jane Street
2
Jane Street
New York
$0
3
FHC
3
First Heartland Consultants
Missouri
$243K
4
Bank of America
4
Bank of America
North Carolina
$44.5M
5
UBS Group
5
UBS Group
Switzerland
$39M
Name Market Value Shares Shares
Change 		Shares
Change %
KDA
26
Kraft Davis & Associates
Missouri
$7.14M 95,691 +95,691 New
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$7.05M 98,520 +24,883 +34%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$5.07M 70,802 -1,307 -2%
LWAC
29
Laurel Wealth Advisors (California)
California
$4.81M 67,252 -1,540 -2%
SMC
30
Smith, Moore & Co
Missouri
$4.58M 63,983 +5,390 +9%
CAL
31
Capital Advisors Ltd
Ohio
$4.38M 61,254 -4,178 -6%
Truist Financial
32
Truist Financial
North Carolina
$4.23M 59,168 +4,808 +9%
KWA
33
Kellett Wealth Advisors
Ohio
$4.03M 56,303 +52,003 +1,209%
RA
34
RiverTree Advisors
Florida
$4M 55,916 +55,916 New
IA
35
Insight Advisors
Pennsylvania
$3.58M 50,024 -13,850 -22%
FPGK
36
Financial Partners Group (Kansas)
Kansas
$3.35M 44,378 +44,378 New
LOIP
37
Live Oak Investment Partners
Texas
– – – –
AC
38
Avant Capital
Louisiana
$3.2M 44,770 -425 -0.9%
JCM
39
Jacobi Capital Management
Pennsylvania
$3.17M 44,287 +85 +0.2%
EFS
40
Essex Financial Services
Connecticut
$2.91M 40,675 +20,248 +99%
BFEC
41
Benjamin F. Edwards & Company
Missouri
$2.87M 40,071 +12,638 +46%
KWM
42
Kingsview Wealth Management
Oregon
$2.87M 40,047 +1,629 +4%
MML Investors Services
43
MML Investors Services
Massachusetts
$2.86M 39,981 +20,318 +103%
PFG
44
Prosperity Financial Group
California
$2.85M 39,775 +39,775 New
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$2.61M 36,527 +19,638 +116%
FWP
46
FAS Wealth Partners
Kansas
$2.5M 35,001 +1,146 +3%
LWMNY
47
Landmark Wealth Management (New York)
New York
$2.5M 34,926 -982 -3%
CAN
48
Cetera Advisor Networks
California
$2.37M 33,182 +8,935 +37%
EH
49
Equitable Holdings
New York
$2.37M 33,145 +29,441 +795%
AWM
50
Avaii Wealth Management
Wisconsin
$2.31M 32,222 +1,420 +5%
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